Jason Sacks, CFP®
Your Bridge to Financial Independence
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Frisch Financial Group
Jason Sacks, CFP®
Melville, NY
Serving Clients Nationwide
Your Bridge to Financial Independence
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Taxes
About Jason Sacks, CFP®
Jason Sacks joined Frisch Financial Group in 2006 as a Senior Investment Analyst and became a firm principal in 2010. Jason is a Certified Financial Planner who deeply values developing long-term relationships with clients and helping them achieve their financial and life goals. These relationships have helped shape the company’s vision of how to best serve clients with the financial planning services we offer. Jason also plays a significant role in customizing client portfolios and overall investment strategy, and believes it is very important that a client’s financial plan and investment portfolio reflect who they are and what they are trying to achieve.In 2020, Long Island Business News honored Jason with the Executive Circle Award which celebrates “senior level executives who consistently demonstrate remarkable leadership skills, integrity, values, vision, commitment to excellence, company performance, community service and diversity.”
Jason graduated from the University of Delaware with a Bachelor of Arts in Economics. He began his career in the financial industry in 1997, garnering decades of experience working with equity and fixed income markets.
Jason found his passion for the stock market by the way of Disney at age 10. He bought his first two shares of stock because he was interested in the idea of owning a piece of Micky Mouse and Disney World. Jason lives on Long Island with his wife, two children, and shih tzu. He is an avid sports fan who also enjoys traveling, trying new restaurants, and exercising.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
445 Broad Hollow Road, Suite 215, Melville, NY 11747
Additional Locations
📍 1140 Avenue of the Americas, 9th Floor, New York, NY 10036
📍 2202 N. West Shore Blvd, Suite 200, Tampa, FL 33607
📍 777 Westchester Ave, Suite 101, White Plains, NY 10604
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to let us know how we can be of service, and we’ll be in touch with you soon! We respect your privacy, and won’t share your contact information or interests with anyone outside our firm. We look forward to speaking with you.Offers Investment Management
Yes
About Frisch Financial Group
Do you want financial peace of mind and the tools to reach your financial goals? At Frisch Financial Group we help our clients protect, preserve, and enhance their wealth through our investment management expertise and financial planning services.We help simplify your financial complexities through The Frisch Process. As a fee only advisor, we do not sell any products and therefore, you can trust Frisch Financial to provide unbiased advice.
Founded in 1999, Frisch Financial Group provides a boutique experience with a personalized, high-touch approach to customizing your roadmap to financial success.
We Treat Our Clients Like Family
Being a part of the Frisch Financial family means your overall wants, needs & goals are heard through our experienced listening skills so together we create an achievable financial plan. You will always receive unbiased advice that is in your best interest, along with an understanding of your complex financial situation through organization and prioritization.
Your Frisch Financial family will be there to care for you through some of life’s most difficult times and will provide continuous communication to help you navigate through it all.
Our Mission & Vision
Our mission is simple – to help you protect, preserve, and enhance your wealth.
Twenty-plus years in business has taught us a great deal, especially how to provide exceptional service, earn trust, and how to counsel individuals and families to make wise, informed financial decisions so you can achieve your milestones and dreams.
The Frisch Financial Group bridges your long-term financial wellness, by combining our expertise in investment management and financial planning into one holistic approach.
Education
University of Delaware, Bachelor of Arts in Economics
Hobbies and Interests
- Family
- Sports
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
- Women’s Finance
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